US Stock Research: SEC Filings, Earnings Calls & an AI Analyst - Equibles

# Equibles > Equibles is a US stock-market research platform: SEC filings, earnings-call transcripts, institutional and insider holdings, congressional trades, short data, fund holdings, prices and macro indicators — all parsed from primary regulatory sources — plus ALVIS, an AI analyst that reads across every dataset and cites every figure to the source filing. The data is available on the web, through a free MCP server (90+ tools), and a REST API. ## What is Equibles? Equibles structures financial data from authoritative US sources (SEC EDGAR, FINRA, FRED, CFTC, CBOE, and U.S. House/Senate disclosures) into one queryable platform for the US equity market. AI assistants — Claude, ChatGPT, Cursor, or any MCP client — can connect the MCP server to search filings, pull holdings, read earnings calls, and screen the market in real time. Every figure ALVIS reports is cited to the primary filing it came from; it says "I don't know" rather than guess. ## Datasets - **SEC Filings & Documents**: Full text of 10-K, 10-Q, 8-K, 20-F, 6-K and more, searchable since 2000 by keyword and finance-tuned semantic search. Source: SEC EDGAR. - **Earnings Calls**: Full quarterly-call transcripts with speaker attribution, plus extracted guidance and investor-relations events. - **Financials & Funds**: XBRL financial statements, revenue breakdowns, and N-PORT / N-CEN fund holdings. Source: SEC. - **Institutional Holdings**: 13F positions — who holds what, position size, and change over time. Source: SEC. - **Insider Trading**: Forms 3, 4 & 144 — officer and director buys, sells, and proposed sales. Source: SEC. - **Congress Trades**: Stock transactions disclosed by members of the U.S. House and Senate. - **Short Data**: Daily short volume, bi-monthly short interest, and fails-to-deliver. Source: FINRA / SEC. - **Prices & Technicals**: Daily OHLCV history with Bollinger Bands, ATR, stochastics and more. - **Macro & Markets**: FRED economic indicators, CFTC futures positioni